-
Votes
5
company security
There needs to be a way to set up read only access to AR and AP menu. This way only specific people can create, clients, jobs and vendors to make sure all the required ...by: Ruby I. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
Expand the 3-7 Jobs Contract Amount Field Into a Table
Sometimes we get multiple contracts per job that we have to keep track of manually. The amounts are summed and put into the Contract Amount field in 3-7 Jobs but it would ...by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
5
6-1-4 #71 Create Summary one line per job
It would be amazing if you could create this report so all jobs show up as a summary on one line with all of the jobs listed. I need to create a report with Total Billed ...by: Cindy L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
11-2 import hours from dispatch to invoice details
I think it would be helpful to be able to import the total hours on the dispatch tab of work orders into the invoice tab.by: Alissa M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
6
PICK LIST FOR CLIENT AND JOB IN 3-3-1
AR Cash Receipts: Can a pick list option be added for clients and jobs in the 3-3-1 (like pick list option in 4-3-1 area)? I process roughly 25-30 billings each month, ...by: Kim H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
4
Need ability to break out a change order when importing into 3-7
Sometimes, we have very large change orders approved and when we import them into 3-7, they are imported as a lump sum when our client awards the change order by phase or ...by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
1
In Progress Billing 3-7; ability to select Part Number in addition to ...
Have a part number column so you can select a part number from the appropriate category and that transfers over to the invoice.by: Samantha C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
2
Progress Billing
Have the ability to post to income on a progress billing as you go. If a builder want you to submit monthly, you need to know where you are at on an income basis as you ...by: Don K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
7
When a user is in a Job (Accounts Receivable) please add a "Create ...
Anyone who creates work orders and quotes will love this! The button/icon could go at the top next to all the other icons.by: Jon C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
we need to be able to have more than 1 sales tax entry on a job, ...
we need to be able to have more than 1 sales tax entry on a job, example in Pennslyvania there is a 6% sales tax and Philadelphia has an extra 2%., for auditing purposes ...by: Kathleen G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
4
Client Billing Notes/Alerts
In a perfect world you would bill each and every client the exact same way; enter invoice details, print invoice, put in an envelope, send it USPS, and then get paid ...by: CK H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
9
Create One Retention Invoice from invoices that were originally ...
If there are 30 separate invoices with retention held, we want those 30 separate retention amounts to be billed on one invoice number - not 30 separate invoices.by: Debbie G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
user def
I have to track minority hours on project. I created a report to tell me this, but I had to use statement email as the field to pull from for the report. I put Minority ...by: Leanne S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
10
location alerts -
Thank you for creating the Client alerts!!! We are also needing it for Location Alerts as we often have once client, with many locations. Can you find a way to do the ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
3-4-21 Job Statements Payment Sort
Payments for each invoice are not sorted when using "Include Payment History". Payments should be sorted by payment date.by: Neil M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
2
Add Previous Stored, Current Stored, and Total Stored headers and ...
My architects want to see Previous Stored, Current Stored, and Total Stored headers and detail on my 3-7-21 report for billing and administration reasons. Note: This ...by: TEST T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
1
Due terms in business days
We have several Clients that negotiate their due terms in Business Days. It would be great to have that option in the system. We have to change it manually at each ...by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
10
Undo/Go back button
I would like to suggest having an undo button or go back button like Microsoft has. I deleted a line in my invoice and it created more work for me because there were a ...by: Jessica G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
1
Freeze Grid Column
I am in Jobs and when running a query I have added many fields which makes many columns. I want to freeze the first column so I can see all the way across what job my ...by: Danielle D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
4
Ability to Enter Multiple Contracts/POs to a Job + Multiple Clients
Sometimes we get multiple contracts or POs per job and sometimes they are through different clients too. Would be nice to be able to not have to keep track of that stuff ...by: Mackenzie K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
By Category
- All Categories
- Accounting Reports (121)
- Accounts Payable (489)
Accounts Receivable (449)- Equipment Management (41)
- Estimating (117)
- General Ledger (131)
- Inventory (58)
- Other (269)
- Payroll (696)
- Project Management (377)
- Review and Reporting (148)
- Scheduling (48)
- Service Receivables (170)
- Utilities (93)
